Skip to content

Financial Planners in Downey, CA: 2026 rankings

647 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Downey: Black Inc Tax Services, RFA Score 75/100; 4.8★ from 514 Google reviews.

  2. 2

    Most-reviewed: Infinite Financial Firm Credit Doc, 777 Google reviews at 5.0★, the most of 647 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

647 Downey financial planners are ranked here by RFA Score, from eight published factors. 211 open Saturdays and 26 open Sundays, based on posted hours. The median Google rating is 4.2★ across 647 rated firms.

Top 10 financial planners in Downey at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Downey at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Black Inc Tax Services754.8★ (514)East Los Angeles, 6 mi away—Top score
2Infinite Financial Firm Credit Doc745.0★ (777)Los Angeles, 19 mi awaySat · Sun · EveningsMost reviews
3Herbert Financial Group735.0★ (370)Monrovia, 16 mi awaySat—
4Edwin Does Taxes714.9★ (92)DowneySat · Evenings—
5Los Angeles Federal Credit Union714.7★ (359)Glendale, 16 mi awaySat—
6Consolidated Financial Services715.0★ (176)Arcadia, 14 mi awaySat—
71st Quality Tax Service705.0★ (152)Inglewood, 13 mi away——
8Legacy Partners Insurance & Financial Services, Inc.695.0★ (156)Glendale, 17 mi away——
9Little Saigon Living Trust695.0★ (148)Westminster, 16 mi away——
10Endeavor Advisors, LLC: Ajay Vadukul CFP®, EA685.0★ (107)Torrance, 14 mi away——

All 647 financial planners in Downey, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Downey

    #1 Black Inc Tax Services

    Based in East Los Angeles, 6 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 4.8★ from 514 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 514 Google reviews
    Hours
    Mon–Thu 10 AM–6 PM · Fri–Sun closed
    Address
    742 S Atlantic Blvd, East Los Angeles, CA 90022
    View profile for Black Inc Tax Services(323) 263-3399

  3. #3 Herbert Financial Group

    Based in Monrovia, 16 mi away

    73/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 5.0★ from 370 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 370 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat 8:30 AM–5 PM · Sun closed
    Address
    635 W Foothill Blvd, Monrovia, CA 91016
    View profile for Herbert Financial Group(818) 213-1388

  4. #4 Edwin Does Taxes

    Based in Downey

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 92 Google reviews
    Hours
    Mon–Fri 10 AM–7 PM · Sat 10 AM–5 PM · Sun closed
    Address
    12950 Paramount Blvd #203, Downey, CA 90242
    View profile for Edwin Does Taxes(562) 334-5163

  7. #7 1st Quality Tax Service

    Based in Inglewood, 13 mi away

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 10 AM–4 PM · Sat–Sun closed
    Address
    1401 N La Brea Ave, Inglewood, CA 90302
    View profile for 1st Quality Tax Service(310) 677-1047

  11. #11 Empress Investment Group

    Based in Los Angeles, 15 mi away

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 92 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 92 Google reviews
    Hours
    Mon–Fri 8:30 AM–5:30 PM · Sat–Sun closed
    Address
    321 N Larchmont Blvd Ste 800, Los Angeles, CA 90004
    View profile for Empress Investment Group(310) 450-2904

  12. #12 BML Wealth Management

    Based in Irvine, 25 mi away

    67/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 154 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 154 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Park Plaza #800, Irvine, CA 92614
    View profile for BML Wealth Management(949) 682-9105

  13. #13 Bankers Life

    Based in Irvine, 23 mi away

    67/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 5.0★ from 141 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 141 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    18022 Cowan Ste 265, Irvine, CA 92614
    View profile for Bankers Life(949) 608-6707

  18. #18 CPA & Insurance

    Based in Diamond Bar, 19 mi away

    66/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 4.8★ from 111 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 111 Google reviews
    Hours
    Mon–Tue 9 AM–7 PM · Wed 9 AM–9 PM · Thu–Fri 9 AM–7 PM · Sat 10 AM–2 PM · Sun closed
    Address
    22632 Golden Springs Dr suit 340, Diamond Bar, CA 91765
    View profile for CPA & Insurance(909) 479-9639

  19. #19 RVW Wealth, LLC

    Based in Los Angeles, 18 mi away

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 82 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 82 Google reviews
    Hours
    Mon–Fri 8 AM–5:30 PM · Sat–Sun closed
    Address
    1880 Century Pk E #200, Los Angeles, CA 90067
    View profile for RVW Wealth, LLC(310) 945-4000

  20. #20 Secured Income Group

    Based in Tustin, 22 mi away

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 112 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 112 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    17592 17th St #100, Tustin, CA 92780
    View profile for Secured Income Group(714) 586-7820

  25. #25 Tax Law Advocates

    Based in Irvine, 25 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.7★ from 164 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 164 Google reviews
    Hours
    Mon–Fri 7 AM–5 PM · Sat–Sun closed
    Address
    4 Park Plaza #300, Irvine, CA 92614
    View profile for Tax Law Advocates(855) 612-7777

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 647 ranked financial planners here; the rest are on their profiles.

financial planners in Downey, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Lighthouse Financial Services Inc665.0★ (64)16 mi
27Los Angeles Federal Credit Union664.7★ (47)6 mi
28Modern Wealth Law654.9★ (114)25 mi
29Falcon Wealth Planning655.0★ (90)24 mi
30Transamerica Financial Advisors655.0★ (37)8 mi
31Anthony Sykes and Company Inc655.0★ (30)4 mi
32Orange County’s Credit Union - Long Beach654.3★ (83)10 mi
33Wealth Management Partners of Los Angeles, Inc.654.9★ (98)25 mi
34Bharmal & Associates, Inc.654.9★ (94)24 mi
35MDRN Wealth655.0★ (61)19 mi
36Los Angeles Federal Credit Union654.4★ (69)11 mi
37Aduna Capital - Financial Advisory645.0★ (28)5 mi
38First Command645.0★ (52)17 mi
39Orange County’s Credit Union - Downtown Santa Ana644.2★ (172)20 mi
40Joffe Tax Advisors644.9★ (64)21 mi
41Pure Financial Advisors, LLC645.0★ (45)16 mi
42Lake Avenue Financial645.0★ (41)15 mi
43Paramount Tax & Accounting - Tustin645.0★ (58)21 mi
44Global Gold Investments644.9★ (51)18 mi
45Retirement Planners of America644.9★ (42)14 mi
46The Financial Architects634.9★ (68)23 mi
47Cerda Muñoz Advisors, Inc.634.7★ (29)6 mi
48Los Angeles Federal Credit Union633.9★ (96)10 mi
49Velin & Associates Los Angeles CPA Firm - West Hollywood Accountant, Tax Prep & Financial Planning635.0★ (41)17 mi
50M&M Wealth Associates635.0★ (48)20 mi

Also serving Downey

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Downey
BusinessGoogle ratingDistance
AdnantIn Downey
ALMONT Capital Financial Services LLCIn Downey
Andazola Financial Services5.0★ (1)In Downey
Bottomline Strategies, Inc.In Downey
Cesar Macedo MBA, CFP4.9★ (54)In Downey
CPIS Financial5.0★ (9)In Downey
Jzla InvestmentsIn Downey
Kodiak Capital AdvisorsIn Downey
Kredit Guy Peter LLCIn Downey
L.A.D. Financial ServicesIn Downey
Legacy Integrative Solutions5.0★ (1)In Downey
LPL FinancialIn Downey
LPL FinancialIn Downey
M & R Investment GroupIn Downey
N&B FINANCIAL SEVICEIn Downey
RKB Investments1.0★ (8)In Downey
Step FinancialIn Downey
U.S. Bancorp Advisors - Financial Advisors: DowneyIn Downey
Wells Fargo AdvisorsIn Downey
Wells Fargo AdvisorsIn Downey

How we ranked Downey financial planners

We scored 647 Downey financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Downey data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Downey: frequently asked questions

Which financial planner has the highest RFA Score in Downey?

By RFA Score, the highest-ranked financial planner in Downey, CA is Black Inc Tax Services with an RFA Score of 75/100. It has 4.8★ from 514 Google reviews. Infinite Financial Firm Credit Doc (#2) and Herbert Financial Group (#3) follow. We ranked 647 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Downey?

RankedFinancialAdvisors ranks 647 financial planners serving Downey, CA. 2 of them are based in Downey; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Downey work on weekends?

211 of 647 ranked financial planners post Saturday hours and 26 post Sunday hours. The highest-ranked open Saturdays are Infinite Financial Firm Credit Doc (#2), Herbert Financial Group (#3) and Edwin Does Taxes (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Downey financial planners have?

The median Google rating among 647 rated financial planners in Downey is 4.2★, with a median of 24 reviews. Infinite Financial Firm Credit Doc has the most, 777 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Downey count in this ranking?

Yes, if they are within 25 mi of the Downey city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Downey ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Downey a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Downey

  1. November 2026: RFA Scores recalculated for 647 financial planners serving Downey.
  2. November 2026: 3 duplicate listings merged.

More financial planners and Downey pages